Position in JPM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,865,446
+$493,046 QoQ
Shares Held
8,754
+8.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.00%
of 13F equity value
Holder Rank
#2,614
of 5,058 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Chancellor Financial Group WB LP holds $8,352,532 across 4 Banks - Diversified names. JPM ranks #2 (34.3% of the industry book) .
All Filings in JPM
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,865,446 | 8,754 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,372,400 | 8,065 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,636,726 | 8,183 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $2,611,129 | 8,278 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,427,126 | 8,372 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $2,020,045 | 8,235 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,924,871 | 8,030 | Shares | Sole | 2025-03-19 | |
| No filing history on record for this holder in this stock. | ||||||